HBW Advisory Services’s Vistra VST Stock Holding History

HBW Advisory Services’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$367K	Buy	2,313 +742	+47%	+$115K	0.03%	345
2026 Q1	$236K	Sell	1,571 -974	-38%	-$158K	0.02%	401
2025 Q4	$411K	Buy	2,545 +490	+24%	+$89.3K	0.04%	301
2025 Q3	$403K	Buy	+2,055	New	+$407K	0.05%	294

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HBW Advisory Services's VST Position: Q2 2026 in Review

HBW Advisory Services increased its Vistra (VST) stake by 47% in Q2 2026, buying an estimated $115K and bringing the position to 2,313 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #345.

HBW Advisory Services first reported a position in VST in Q3 2025 and has held it in 4 quarters since. The position peaked at $411K in Q4 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

HBW Advisory Services held 2,313 shares of Vistra worth $367K as of Q2 2026.
HBW Advisory Services bought 742 Vistra shares in Q2 2026, an estimated $115K.
Vistra made up 0.03% of HBW Advisory Services's portfolio in Q2 2026, its #345 holding.
HBW Advisory Services first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
HBW Advisory Services's Vistra position peaked at $411K in Q4 2025.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.